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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,776 | $142,354+9.4% | $125,529+24.1% | $155,188+0.4% |
| Participation rate | 90.5% | 78.1%+12.4pp | 74.7%+15.8pp | 80.8%+9.7pp |
| Annual return | 16.87% | 306.06%-289.2pp | 202.56%-185.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,082 | $3,501-40.5% | $3,058-31.9% | $4,248-51.0% |
| Participant deferral / active EE | $5,613 | $5,491+2.2% | $4,813+16.6% | $6,531-14.1% |
| Admin fee / account holder | $5,397 | $19,392-72.2% | $16,298-66.9% | $14,480-62.7% |